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Here i want to add new button below Filter out field as you can see the screen short how can i do? i

Rohitp484
Tera Contributor

Hi everyone,

I’m working in Configurable Workspace (CSM/FSM) and trying to customize a related list.

Requirement:
In a related list (Opportunity Documents), under a column (e.g., “Updated”), when clicking the 3-dot menu, I see default options like:

  • Show Matching

  • Filter Out

I want to add a new custom option below "Filter Out" in the same dropdown menu.

What I have tried:

  • Created UI Actions → not appearing in Workspace list menu

  • Checked UI Builder → couldn’t find a direct way to extend this menu

  • Explored list controls and configurations → no success

Questions:

  1. Is it possible to add a custom action in this column context menu in Workspace?

  2. If yes, what is the recommended approach? (UI Builder / Script / Component customization?)

  3. If not directly possible, what is the best alternative approach to achieve similar functionality?

Additional Info:

  • Workspace: CSM/FSM Configurable Workspace

  • Requirement is specific to Workspace (not Classic UI)

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